being shipped by clients, sourcing documents, or assisting with database management projects. You will be resourceful • Energetic, enthusiastic and personable • General business acumen QUALIFICATIONS AND EXPERIENCE •
being shipped by clients, sourcing documents, or assisting with database management projects. You will be resourceful • Energetic, enthusiastic and personable • General business acumen QUALIFICATIONS AND EXPERIENCE •
conducting general underwriting tasks. • Attending to client's policy queries. • Addressing general inquiries Momentum • Old Mutual • New National • Auto and General • Santam • Echelon • IUM • King Price • Rodel (Hollard
conducting general underwriting tasks. • Attending to client's policy queries. • Addressing general inquiries Momentum • Old Mutual • New National • Auto and General • Santam • Echelon • IUM • King Price • Rodel (Hollard
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: Operational Support (10%) Support the Centre with general office management tasks including reception and process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: Operational Support (10%) Support the Centre with general office management tasks including reception and process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on
and resourceful • Energetic and enthusiastice • General business acumen The Pre-Compliance Specialist will and resourceful • Energetic and enthusiastice • General business acumen QUALIFICATIONS AND EXPERIENCE •
and resourceful • Energetic and enthusiastice • General business acumen The Pre-Compliance Specialist will and resourceful • Energetic and enthusiastice • General business acumen QUALIFICATIONS AND EXPERIENCE •
Creative, resourceful and an independent thinker General business acumen Education: University undergraduate
Independent-thinker and resourceful Energetic and enthusiastic General business acumen QUALIFICATIONS AND EXPERIENCE University